2025-11-17T13:29:10-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 207450964 BEINING FAMILY FOUNDATION BEIN 9132742968 5454 W 110TH ST OVERLAND PARK KS 66211 LINDSAY DAY TRUSTEE 9132742968 2025-11-17 1 0 EMILY HANOVER CPA P01919277 9133382727 2025-11-12 2024 2025-03-06 01:10:19Z X X 520272 X X 5 5 11101 11101 5193 41653 5193 16299 16299 438 0 438 7393 7393 0 243 173 0 8074 7566 438 39497 39497 47571 7566 39935 -31272 8733 3032 6289 6289 283854 38798 324101 401893 224989 189603 0 279 279 688779 270355 520272 0 0 X 688779 270355 0 0 0 0 688779 270355 688779 270355 688779 -31272 431 657938 387583 270355 CHARLES SCHWAB 2024-12-31 41653 36460 5193 5193 5193 121 0 121 0 121 0 0 0 0 0 0 121 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A CREATIVE PLANNING TRUST COMPANY 9132742968 5454 W 110TH ST OVERLAND PARK KS 66211 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CREATIVE PLANNING TRUST COMPANY 5454 W 110TH ST OVERLAND PARK KS 66211 TRUSTEE 1.00 438 0 0 NONE 0 NONE 0 0 750780 2032 0 752812 0 0 752812 11292 741520 37076 37076 121 121 36955 0 36955 0 36955 39935 0 39935 36955 0 0 1342 2756 4098 39935 0 0 0 36955 2980 0 0 7078 0 0 0 0 0 0 0 7078 1342 2756 2980 X ABIDING SAVIOR LUTHERAN CHURCH 4355 BUTLER HILL ROAD ST LOUIS MO 63128 PC GENERAL PURPOSE GRANT 9497 LUTHERAN SOUTH HIGH SCHOOL 9515 TESSON FERRY ROAD ST LOUIS MO 63123 PC GENERAL PURPOSE GRANT 22000 NEEDY PAWS RESCUE 814 HI CREST DRIVE ST LOUIS MO 63125 PC GENERAL PURPOSE GRANT 8000 39497 0 14 5 14 11101 18 5193 0 16299 0 16299 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB - EQUITIES 38798 324101 CHARLES SCHWAB - EXCHANGE TRADED FUNDS AT COST 224989 189603 DIVIDENDS RECEIVABLE 0 279 279 2023 BALANCE SHEET ADJUSTMENT - TO REPORT INVESTMENTS AT COST 387583 2023 BALANCE SHEET ADJUSTMENT - TO BOOK PRIOR YEAR DIVIDENDS RECEIVABLE 431 INVESTMENT MANAGEMENT FEES 7393 7393 0 FOREIGN TAXES 173 173 0 FEDERAL TAXES 70 0 0